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Financial Times
EU should be wary of curbing access to US providers as it tries to nurture its own
Bloomberg Markets
Distressed opportunities are emerging in sectors facing fundamental business-model challenges, including software and cable, with some of the most compelling situations arising from mismatches between debt and equity valuations, according to GoldenTree Asset Management founder Steven Tananbaum.
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Bloomberg Markets
SpaceX charges toward a blockbuster IPO at $135 a share, while Ray Dalio warns the AI boom is showing classic bubble behavior. Private equity jitters grow as Partners Group caps fund withdrawals. We get insight from Ares Management co-founder and CEO Michael Arougheti who says the private credit market remains strong. Citizens CEO Bruce Van Saun joins "Bloomberg Open Interest" on AI’s banking revolution, and we explore why private equity is making a massive bet on tennis.
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NY Times Business
The administration has settled on a more legally and politically durable way to impose tariffs, but some say the focus on forced labor is merely a pretext for protectionism.
Bloomberg Markets
SambaNova CEO Rodrigo Liang joined Bloomberg Open Interest to talk about why inference is becoming the biggest cost challenge in enterprise AI. And he breaks down the new $3.5 billion AI cloud backed by Vista Equity Partners and Cambium Capital, revealing how a disaggregated architecture combining GPUs, CPUs, and specialized AI processors could dramatically lower costs and accelerate AI agent adoption. (Source: Bloomberg)
Bloomberg Markets
Citizens CEO Bruce Van Saun joined Bloomberg Open Interest to talk about how the bank transformed the collapse of First Republic into a booming private banking business worth over $16 billion in deposits. He also explains how AI is reshaping banking operations and why he believes consumers, businesses and private credit remain far more resilient than what many investors expect. (Source: Bloomberg)
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